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100 Vanguard Blvd, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-18 |
| TX | RA | APPROVED | 2020-09-18 |
Branch Locations
100 Vanguard Blvd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2017 | Present |
| American Home Life International | Lancaster | PA | 03/2014 | 08/2017 |
| Community Evangelical Free Church | Elverson | PA | 10/2017 | 12/2018 |
| Brick Lane Community Church | Elverson | PA | 10/2018 | 01/2019 |
| Vanguard Marketing Corporation | Malvern | PA | 10/2017 | Present |
NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER -1 INVESTMENT-RELATED ADDRESS: SPRING CITY, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 07/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER -2 INVESTMENT-RELATED ADDRESS: SPRING CITY, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 07/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT NAME OF BUSINESS: LIMITED AGENT FOR IMMEDIATE FAMILY MEMBER INVESTMENT-RELATED ADDRESS: SPRING CITY, PA NATURE OF BUSINESS: FIDUCIARY POSITION: LIMITED AGENT START DATE: 06/2026 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LIMITED AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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